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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,167 | $169,161-87.5% | $129,295-83.6% | $145,959-85.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -0.21% | 14348.07%-14348.3pp | 9429.28%-9429.5pp | 561.95%-562.2pp |
| Employer contribution / active EE | $7,200 | $5,543+29.9% | $4,157+73.2% | $4,661+54.5% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $147 | $9,878-98.5% | $7,665-98.1% | $13,398-98.9% |